Integrate Expensify with QuickFile
Send information between Expensify and QuickFile automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Expensify and QuickFile using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Policy created
Triggers when a new policy is created
Report status changed
Triggers when the status of a report is changed to the selected option
Report created
Triggers when a new report is created
All Actions - Actions are the automated tasks
Fetch report
Fetches the details of a specified report by report ID
Create expense item
Creates a single expense item
Add client
Adds a new client
Fetch client
Fetches the details of an existing client by company name
Create bank entry
Creates a new bank entry
Create invoice
Creates a new invoice
Fetch item
Fetches the details of an existing item by name
What is Expensify?
Expensify is expense management software that provides invoicing, bill processing, and other related financial tools and services. You can set up automatic approval, duplicate expense detection, and also inbox and guided review.
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What is QuickFile?
QuickFile is a cloud accounting and bookkeeping tool. You can create a branded online portal, organize receipts, and track VAT returns efficiently.
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